401(K) Profit Sharing Plan For Employees Of Moss Adams Llp & Affiliates — Form 5500 plan (Moss Adams Llp)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, 401(K) Profit Sharing Plan For Employees Of Moss Adams Llp & Affiliates is a benefit plan reported by Moss Adams Llp under EIN 91-0189318 and plan number 090. The latest loaded filing year is 2023. The filing reports 5,618 participants and $534,553,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moss Adams Llp
- EIN
- 91-0189318
- Plan number
- 090
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 5,618
- End-of-year plan assets
- $534,553,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,618 | H, C | 20241011123139NAL0038718928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $534,553,853
- Total liabilities (EOY)
- $61,941
- Net assets (EOY)
- $534,491,912
- Net assets (BOY)
- $420,410,227
Income & contributions
- Employer contributions
- $23,475,174
- Participant contributions
- $45,044,281
- Total contributions
- $71,949,874
- Total income / additions
- $150,381,727
Expenses & distributions
- Benefits paid
- $25,112,854
- Administrative expenses
- $597,070
- Total expenses
- $25,709,924
- Net increase / (decrease)
- $124,671,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $352,610 | $0 | 2023 |
| Vanguard Advisers, Inc. | NONE | $144,753 | not reported in the loaded dataset | 2023 |
| Davis Wright Tremaine | NONE | $47,509 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $40,430 | not reported in the loaded dataset | 2023 |
| Sweeney Conrad | NONE | $19,570 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moss Adams Llp
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Advisers, Inc. — Schedule C compensation
- Davis Wright Tremaine — Schedule C compensation
- Verus — Schedule C compensation
- Sweeney Conrad — Schedule C compensation